Introduction. The value of your investment may go down as well as up

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3 2 Introduction Tilman Brewin Dolphin (formerly Tilman Asset Management) provides a comprehensive service for the management, protection and growth of clients wealth. Our speciality is tailoring our client s exposure to different types of investments to their particular needs, including consideration of what is most suitable from family, taxation and income perspectives. We have recently joined forces with Brewin Dolphin, one of the largest independently-owned private client investment managers in the UK, with 26bn in funds under management. We are therefore able to enhance even further the level of service we provide to our clients, allowing us to draw on the very considerable resources of Brewin Dolphin. The value of your investment may go down as well as up

4 3 3 DO ANY OF THESE SOUND FAMILIAR TO YOU? I am concerned about the fall in my investment income, who can I turn to for advice? I am nearing retirement, how can I check whether my pension is going to meet my needs? I wish someone could help me to manage all my different investments. As a Trustee, I want to ensure the assets under my guardianship are properly managed. We can help...

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6 5 5 WE TREAT OUR CLIENTS AS INDIVIDUALS At Tilman Brewin Dolphin every investment relationship begins with you, your Investment Manager and a blank sheet of paper. Before we offer any advice, we start by gaining a true understanding of your circumstances and your needs. That means we always invest time in learning about your financial situation and ambitions for the future. investment management with integrity With a core business in discretionary portfolio management, we believe in complete integrity, fair treatment of clients and offering a bespoke service which adds value through personal contact. Our main clients are private individuals, charities, pension funds, investment companies and family trusts.

7 6 our research capability The universe of investment opportunities is complex and constantly evolving. To ensure we remain at the forefront of all new developments, we are able to draw on Brewin Dolphin s dedicated in-house research team. Our research specialists provide quality objective analysis on all major asset classes.

8 7 7 Investment Management In an increasingly complex market place, sound and timely investment management is the key to protecting the long-term financial wellbeing of your family or your business. At Tilman Brewin Dolphin, our team of Investment Managers have the knowledge to deliver clear, expert guidance. As part of one of the UK s largest independently-owned private client investment managers, we are well placed to provide unbiased advice that is structured to your needs. Investment Management We can help you to structure an investment portfolio that suits your needs, whether it is to pay school fees or to achieve long-term returns. Depending on the level of day-to-day involvement you would like to have in investment decision-making, you can choose from our discretionary and advisory services. In both cases, your investments can be checked online at any time. Discretionary Management Our discretionary management service allows you to hand over day-to-day investment decision-making on your portfolio to our experienced Investment Managers ensuring they can act swiftly when markets change. Advisory Management By choosing the advisory management service you retain greater involvement in the way your portfolio is run.

9 8 An enlightened approach Whatever the economic climate, it is important that your investments are working hard for you and in the most tax-efficient way. While predicting the exact turn of events is impossible, knowledge, preparation and adaptability in shifting markets are essential. At Tilman Brewin Dolphin we recognise the importance of these qualities. Our team s breadth of knowledge and expertise allows us to navigate through the myriad of options available, and to deliver clear, impartial and individual advice tailored to your circumstances, needs and your attitude to risk. A PERSONAL service Our personal service is exemplified by the fact that our clients have one point of contact throughout their relationship with us their Investment Manager. This partnership ensures that our Investment Managers are able to keep up-to-date with their clients requirements. Similarly, our clients always have a clear idea of how their investments are being managed.

10 9 the next step If you would like to know more about Tilman Brewin Dolphin and what our investment management team could do for you, please do not hesitate to contact us. Whether you already have investments in place or wish to set up a portfolio for the first time, we would be delighted to arrange a no cost or obligation consultation either at our office, at your home or by phone.

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12 11 Tilman Brewin Dolphin 3 Richview Office Park Clonskeagh, Dublin 14 T +353 (0) F +353 (0) E info@tilmanbrewin.ie W tilmanbrewin.ie Tilman Brewin Dolphin Limited is regulated by the Central Bank of Ireland. Registered Office: 3 Richview Office Park, Clonskeagh, Dublin 14. Registered in Dublin, Ireland No TBD004/03/12